Run Electronics Service Plan Attachment Rate Audit — Free

Audit Setup and Scope

Store number and location

Enter the store number and physical location (city, state).

Audit date and time

Record the date and time the audit is being conducted.

Auditor name and role

Enter the full name and title of the person conducting this audit (e.g., District Manager, Loss Prevention Auditor).

Audit period covered

Specify the date range of transaction data being reviewed (e.g., 06/01/2025 – 06/30/2025).

Store manager present and briefed

Confirm the store manager or designee was present and informed of the audit scope prior to commencement.

Yes No N/A

Store-Level Attachment Rate Performance

Overall store service plan attach rate (%) for audit period

Enter the store's total service plan attach rate as a percentage of eligible transactions.

Store attach rate meets or exceeds the current store target critical (required)

Verify whether the store's attach rate equals or exceeds the target set for this period. Document the target value in comments.

Yes No N/A

Current store attach rate target (%)

Record the official store attach rate target for the audit period as set by district or corporate.

Activation attach rate meets or exceeds store target critical (required)

Confirm that device activation (e.g., carrier plan, warranty activation) attach rate meets the store target separately from service plan attach rate.

Yes No N/A

Trend vs. prior 30-day period

Indicate whether the store's attach rate is trending up, flat, or down compared to the prior 30-day period.

Associate-Level Attach Rate Review

Transaction-level attach rate report available and current for all active associates critical (required)

Confirm that a transaction-level attach rate report broken down by associate is available and covers the full audit period.

Yes No N/A

Number of associates below store attach rate target

Enter the count of associates whose individual attach rate falls below the store target for the audit period.

Associates below target have documented coaching or performance improvement plan on file critical (required)

Verify that each associate performing below target has a documented coaching session or PIP within the last 30 days.

Yes No N/A

Top-performing associate attach rate (%)

Record the highest individual associate attach rate for the period to benchmark best practice.

Associate attach rate data is reviewed with team at least bi-weekly

Confirm that attach rate performance data is shared and discussed with the sales team at least every two weeks (e.g., huddle, team meeting).

Yes No N/A

New associates (< 90 days) are excluded from target accountability per policy

Verify that associates within their first 90 days are tracked but not held to full attach rate targets per onboarding policy.

Yes No N/A

Product Category Attach Rate Compliance

Category-level attach rate report is available and segmented by product type critical (required)

Confirm that attach rate data is available at the product category level (not just store total) for the audit period.

Yes No N/A

Television / Large Display attach rate meets category target

Verify that the TV/large display category attach rate meets or exceeds its specific category target.

Yes No N/A

Laptop / Computing attach rate meets category target

Verify that the laptop and computing category attach rate meets or exceeds its specific category target.

Yes No N/A

Mobile / Tablet attach rate meets category target

Verify that the mobile and tablet category attach rate meets or exceeds its specific category target.

Yes No N/A

Lowest-performing product category identified and documented

Name the product category with the lowest attach rate and note the current rate vs. target.

Action plan exists for any category more than 5 percentage points below target

Confirm that a documented action plan (e.g., floor placement change, associate training, signage update) exists for any category with a significant attach rate gap.

Yes No N/A

POS Process and Service Plan Presentation Compliance

Service plan offer is scripted and posted at POS stations for associate reference

Confirm that approved service plan offer language or a quick-reference card is visible at each POS station.

Yes No N/A

Photo evidence (optional)

POS system prompts associate to offer service plan on eligible SKUs critical (required)

Verify that the POS system generates a service plan upsell prompt for all eligible product SKUs during checkout.

Yes No N/A

Declined service plan transactions require a documented decline reason in POS

Confirm that the POS workflow requires associates to log a decline reason when a customer refuses a service plan, enabling accurate attach rate tracking.

Yes No N/A

Service plan brochures and collateral are stocked and current at point of sale

Verify that printed service plan materials are available, current (not expired), and accessible to customers at checkout.

Yes No N/A

Training, Certification, and Accountability

All active sales associates have completed current service plan certification training critical (required)

Verify via LMS or training records that 100% of active sales associates have completed the required service plan product knowledge and sales training for the current plan year.

Yes No N/A

Number of associates with overdue or incomplete service plan training

Enter the count of associates who have not completed required training. Should be 0 for full compliance.

Store manager can articulate the current attach rate target and YTD performance without referencing notes

During the opening meeting, assess whether the store manager demonstrates active awareness of current targets and performance.

Yes No N/A

Overall audit observations and recommended corrective actions

Summarize key findings, deficiencies, and recommended corrective actions identified during this audit.

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Run: Electronics Service Plan Attachment Rate Audit

Audit Setup and Scope

Store-Level Attachment Rate Performance

Associate-Level Attach Rate Review

Product Category Attach Rate Compliance

POS Process and Service Plan Presentation Compliance

Training, Certification, and Accountability

Get your results